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McDonald's

3,416 hedge funds and large institutions have $155B invested in McDonald's in 2025 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 1,443 increasing their positions, 1,293 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 128

12% more repeat investments, than reductions

Existing positions increased: 1,443 | Existing positions reduced: 1,293

2% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.71B

0% less funds holding

Funds holding: 3,4173,416 (-1)

2% less capital invested

Capital invested by funds: $159B → $155B (-$3.28B)

2.99% less ownership

Funds ownership: 74.71%71.72% (-3%)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
3,416
Holders Change
-1
Holders Change %
-0.03%
% of All Funds
44.82%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
183
Increased
1,443
Reduced
1,293
Closed
128
Calls
$2.78B
Puts
$2.71B
Net Calls
+$67.2M
Net Calls Change
+$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3026
MorganRosel Wealth Management
Colorado
$245K
IRP
3027
Investment Research Partners
Pennsylvania
$245K +$246K +809 New
FSA
3028
Fort Sheridan Advisors
Illinois
$244K +$18K +59 +8%
AWM
3029
Adams Wealth Management
Utah
$244K -$609 -2 -0.2%
CI
3030
CacheTech Inc
Utah
$244K -$609 -2 -0.2%
CNWM
3031
Clay Northam Wealth Management
California
$244K -$609 -2 -0.2%
WAG
3032
Wheelhouse Advisory Group
Missouri
$244K +$244K +802 New
SWMG
3033
Signature Wealth Management Group
Georgia
$243K -$11K -36 -4%
GCP
3034
Gill Capital Partners
Colorado
$243K +$1.52K +5 +0.6%
HWA
3035
HHM Wealth Advisors
Tennessee
$243K -$6.09K -20 -2%
LWA
3036
Ledgewood Wealth Advisors
New Hampshire
$243K
WIM
3037
Wittenberg Investment Management
Massachusetts
$243K
AGC
3038
Aspen Grove Capital
Colorado
$243K -$115K -378 -32%
SSI
3039
Scott & Selber Inc
Texas
$243K
B
3040
Bensler
Washington
$243K +$7.61K +25 +3%
KLWA
3041
Kelly Lawrence W & Associates
California
$242K
RIM
3042
Redwood Investment Management
Arizona
$242K -$37.4K -123 -13%
BA
3043
Bristlecone Advisors
Washington
$242K
UC
3044
Unio Capital
New Jersey
$242K
CSIA
3045
Conrad Siegel Investment Advisors
Pennsylvania
$242K
TCMP
3046
Thrive Capital Management (Pennsylvania)
Pennsylvania
$241K
PAM
3047
Paradigm Asset Management
New York
$241K
BTWM
3048
Brass Tax Wealth Management
Ohio
$240K +$5.17K +17 +2%
IWN
3049
Independent Wealth Network
Iowa
$240K -$5.17K -17 -2%
MKW
3050
Mullaney, Keating & Wright
Connecticut
$240K

MCD Hedge Fund Activity: Q3 2025 in Review

3,416 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2025, worth a combined $155B — down 2.1% from $159B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MCD positions and 128 closed out — a net gain of 55 holders — while 1,443 added to existing stakes and 1,293 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $437M. The largest seller was Broadwater Capital, cutting an estimated $1.82B.

  • 3,416 institutional investors held McDonald's (MCD) as of Q3 2025, down from 3,417 in Q2 2025.
  • Funds reported $155B of McDonald's stock for Q3 2025, down 2.1% quarter-over-quarter.
  • 183 funds opened new McDonald's positions in Q3 2025 and 128 closed out, a net change of +55 holders.
  • The largest McDonald's buyer in Q3 2025 was T. Rowe Price Associates, an estimated $437M added.
  • The largest McDonald's seller in Q3 2025 was Broadwater Capital, an estimated $1.82B sold.

Based on aggregated 13F filings for Q3 2025.